Equity Analysis /

IN : Auto & Parts - Overall - 4QFY22F results preview

Pramod Amthe

Analyst @ CGS-CIMB

Hitesh Thakurani

Analyst @ CGS-CIMB

12 April 2022

Published by

CGS-CIMB

Share this article

Semiconductor shortage easing and market share gains for segment leaders helped sales recovery in 4QFY22. Resumption of commodity price hikes and supply chain problems due to the Russia- Ukraine war to impact qoq profits of 2W makers like Bajaj Auto & TVS. Nifty Auto index P/E valuation easing to mean level leads to our preference for auto-makers over component-makers.

Share this article

Most ViewedSee latest

Disclosures:

This publication is being distributed by Tellimer solely for information purposes irrespective of a particular user's means, financial situation or investment objectives. The information does not constitute investment recommendation, and nor is it investment, legal or tax advice or an offer or solicitation to purchase or sell any financial instrument.

This publication is not intended for distribution to, or use by, any person or entity in any jurisdiction in any country where such distribution or use would be contrary to law or regulation, or which would subject Tellimer to any registration requirement within such jurisdiction or country.

Full Tellimer disclaimers